Financial Sense Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
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|
2025
Q1 | $850K | Buy |
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|
2024
Q4 | $797K | Sell |
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|
2024
Q3 | $852K | Sell |
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|
2024
Q2 | $812K | Sell |
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|
2024
Q1 | $842K | Sell |
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|
2023
Q4 | $894K | Sell |
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|
2023
Q3 | $855K | Buy |
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|
2023
Q2 | $877K | Sell |
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|
2023
Q1 | $860K | Sell |
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|
2022
Q4 | $959K | Buy |
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|
2022
Q3 | $879K | Buy |
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|
2022
Q2 | $932K | Sell |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $9.71M | Sell |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $10.1M | Sell |
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|
2020
Q4 | $9.97M | Sell |
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|
2020
Q3 | $9.46M | Sell |
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|
2020
Q2 | $9.47M | Buy |
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|
2020
Q1 | $7.37M | Sell |
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|
2019
Q4 | $8.98M | Buy |
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|
2019
Q3 | $2.04M | Buy |
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|
2019
Q2 | $1.37M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $5.86M | Buy |
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|
2016
Q3 | $5M | Sell |
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|
2016
Q2 | $6.27M | Buy |
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|
2016
Q1 | $1.43M | Buy |
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|
2015
Q4 | $1.3M | Buy |
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